Apply a Credit Card Payment for TSYS Transaction Central

Help Guide for NextGen® Enterprise PM 8

Swipe or Insert a card to Process a payment for TSYS Express using a VeriFone Device

Before you begin Before you can process a patient's payment, you must activate a batch. You can enter the payment information on the Payment Entry window only after activating the batch. To open the Payment Entry window, do the following: In NextGen® Enterprise PM, select Posting. The Batch Posting window opens. Right-click a batch and select Active Batch. Double-click the active batch. The Payment Entry window opens. Select the relevant patient or enter the encounter number. Do the following: In the Payer field, select Patient. In the Pay Amt field, enter the amount. In the Pay Code field, select the required transaction code. Note: The default transaction code does not appear if you select the Override Credit Card Payment Default Transaction Code check box in the Payment Processing preference on the Practice Preference window. In the Pay column, enter the dollar amount of the payment. Note: The CC Pay button appears when you enter all the information required for making the payment.

Help Guide for NextGen® Enterprise PM 8

Manually Key Card Data to Process a Payment for TSYS Express using a VeriFone Device

Before you begin Before you can process a patient's payment, you must activate a batch. You can enter the payment information on the Payment Entry window only after activating a batch. The VeriFone device enables you to manually enter credit card information when applying a payment to a patient's encounter. This method requires you to enter the credit card number, expiration date, CVV number, and the card holder's address and zipcode. To open thePayment Entrywindow, do the following: InNextGen® Enterprise PM, clickPosting. TheBatch Postingwindow opens. Right-click a batch and selectActive Batch. Double-click the active batch. ThePayment Entrywindow opens. Select the relevant patient or enter the encounter number. Do the following: In the Payer field, select Patient. In the Pay Amt field, enter the amount. In the Pay Code field, select the required transaction code. Note: The default transaction code does not appear if you select the Override Credit Card Payment Default Transaction Code

Help Guide for NextGen® Enterprise PM 8

Process a Credit Card on File Payment for TSYS Express using a VeriFone Device

Before you begin Before you can process a patient's payment, you must activate a batch. You can enter the payment information on the Payment Entry window only after activating the batch. TSYS Express enables you to process an electronic payment using a credit card on file for a patient. To open thePayment Entrywindow, do the following: InNextGen® Enterprise PM, clickPosting. TheBatch Postingwindow opens. Right-click a batch and selectActive Batch. Double-click the active batch. ThePayment Entrywindow opens. Select the relevant patient or enter the encounter number. Do the following: In the Payer field, select Patient. In the Pay Amt field, enter the amount. In the Pay Code field, select the required transaction code. Note: The default transaction code does not appear if you select the Override Credit Card Payment Default Transaction Code check box in the Payment Processing preference on the Practice Preference window. In the Pay column, enter the dollar amount of the payment. Note: The

Help Guide for NextGen® Enterprise PM 8

Apply a Check Payment for TSYS Transaction Central Processing

TSYS Transaction Central processing enables you to apply payments to accounts by using a check payment. TSYS processes checks in a similar way as credit cards. To access the Payment Entry window, do the following: In NextGen® Enterprise PM, select Posting. The Batch Posting window opens. Right-click a batch and select Active Batch. Double-click the active batch. The Payment Entry window opens. Select the applicable patient or enter the encounter number. Do the following: In the Payer field, select Patient. In the Pay Amt field, enter the amount. In the Pay Code field, select the required transaction code. Note: The default transaction code does not appear for eChecks if you select the Override Credit Card Payment Default Transaction Code check box in the Payment Processing preference on the Practice Preference window. The Override Credit Card Payment Default Transaction Code option is also available for eChecks. In the Pay column, enter the dollar amount of the payment. The Pay column

Help Guide for NextGen® Enterprise PM 8

Collect ECheck Payments With a Check Scanner

You can process an ECheck payment by using a check scanner. When using a check scanner patient information and check information automatically populates on the NextGen® Pay powered by InstaMed web form. Before you can use a check scanner to apply a payment, the following requirements must be met: The check scanner is setup by NextGen® Pay powered by InstaMed on the Portal Configuration page. An Image Safe Check Scanner is attached to the workstation. The user has system administration rights to enter payments. An active batch is set. Refer to Print a Credit Card Receipt for information on printing a credit card receipt. Collect an ECheck Payment With a Check Scanner You can process an echeck payment with an ImageSafe check scanner. Parent topic: Collect Payments for NextGen Pay powered by InstaMed

Help Guide for NextGen® Enterprise PM 8

Print and View Options for Credit Card Receipts

To set up print and view options for credit card receipts, use the following procedures: Set Printer Options in User Preferences Set Printer Option in Practice Preferences Set User/Timestamp Options for Receipts in Practice Preferences Print a Credit Card Receipt from the Payment Entry Window View Account Level E-Signed Forms and Receipts View Chart Level Archived Electronic Receipts Set Up Printer Options in User Preferences Set Up Printer Options in Practice Preferences Set Up User and Timestamp Options in Practice Preferences Print a Credit Card Receipt View Account Level E-Signed Forms and Receipts View Chart Level Archived Electronic Receipts You can use the Clinical History/Chart Notes tab to access an archived copy of a credit card receipt or e-check payment. Parent topic: Printing and Storing Credit Card Receipts

Apply a Credit Card Payment for TSYS Transaction Central

Recommendations

Swipe or Insert a card to Process a payment for TSYS Express using a VeriFone Device

Manually Key Card Data to Process a Payment for TSYS Express using a VeriFone Device

Process a Credit Card on File Payment for TSYS Express using a VeriFone Device

Apply a Check Payment for TSYS Transaction Central Processing

Collect ECheck Payments With a Check Scanner

Print and View Options for Credit Card Receipts

Swipe or Insert a card to Process a payment for TSYS Express using a VeriFone Device

Manually Key Card Data to Process a Payment for TSYS Express using a VeriFone Device

Process a Credit Card on File Payment for TSYS Express using a VeriFone Device

Apply a Check Payment for TSYS Transaction Central Processing

Collect ECheck Payments With a Check Scanner

Print and View Options for Credit Card Receipts